Fund HoldingsCarlson Capital, L.P.

Total Portfolio Value
$169.79M
Total Bought
$33.74M
Total Sold
$29.85M
Net Transaction
+$3.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BANK AMERICA CORP074,900+74,90003,2921.94%+3,292
ISHARES TR040,000+40,00003,1461.85%+3,146
KELLANOVA035,000+35,00002,8341.67%+2,834
HESS CORP10,00029,400+19,4001,3583,9102.30%+2,552
HASHICORP INC060,700+60,70002,0771.22%+2,077
DISCOVER FINL SVCS010,300+10,30001,7841.05%+1,784
WELLS FARGO CO NEW(WFC)021,000+21,00001,4750.87%+1,475
US BANCORP DEL(USB)029,400+29,40001,4060.83%+1,406
CONOCOPHILLIPS(COP)013,100+13,10001,2990.77%+1,299
BOK FINL CORP(BOKF)010,300+10,30001,0960.65%+1,096
FIRST HORIZON CORPORATION(FHN)054,300+54,30001,0940.64%+1,094
MAGNERA CORP052,530+52,53009540.56%+954
PACTIV EVERGREEN INC053,000+53,00009260.55%+926
UNITED PARCEL SERVICE INC(UPS)06,400+6,40008070.48%+807
SPDR SER TR
ST STR SP BIOT
08,600+8,60007750.46%+775
ALBERTSONS COS INC038,000+38,00007460.44%+746
DEVON ENERGY CORP NEW(DVN)022,700+22,70007430.44%+743
PNC FINL SVCS GROUP INC(PNC)03,700+3,70007140.42%+714
ARCADIUM LITHIUM PLC0120,000+120,00006160.36%+616
LOWES COS INC(LOW)02,300+2,30005680.33%+568
REGIONS FINANCIAL CORP NEW(RF)021,400+21,40005030.30%+503
FIFTH THIRD BANCORP(FITB)011,700+11,70004950.29%+495
UBS GROUP AG(UBS)015,700+15,70004760.28%+476
DIAMONDBACK ENERGY INC(FANG)02,900+2,90004750.28%+475
MICROSOFT CORP(MSFT)01,100+1,10004640.27%+464
SIMMONS 1ST NATL CORP(SFNC)020,900+20,90004640.27%+464
COTERRA ENERGY INC016,900+16,90004320.25%+432
STATE STR CORP(STT)04,300+4,30004220.25%+422
CIVITAS RESOURCES INC08,800+8,80004040.24%+404
NVIDIA CORPORATION(NVDA)02,300+2,30003090.18%+309
UPSTART HLDGS INC(UPST)(Put)0300+3000201+201
SOLID POWER INC099,900+99,90001890.11%+189
TFF PHARMACEUTICALS INC293,4600-293,4605900-590
GLATFELTER CORPORATION3,740,0000-3,740,0006,7320-6,732
SWK HLDGS CORP(SWKHL)9,093,7668,493,088-600,678157,231134,70079.33%-22,531
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